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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

460 hedge funds and large institutions have $7.88B invested in Dimensional US Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 203 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+65
Holders Change %
+16.46%
% of All Funds
6.13%
Holding in Top 10
96
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+31.51%
% of All Funds
1.28%
New
89
Increased
203
Reduced
117
Closed
16
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$9K

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$3.18B
2
EFP
2
Elser Financial Planning
Indiana
$80.3M
3
HIF
3
Hill Island Financial
Michigan
$47.3M
4
SMM
4
Stadion Money Management
Georgia
$37.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$127M

Top Sellers

1
SFG
1
Sterling Financial Group
California
$3.96M
2
WANY
2
Wealthspire Advisors (New York)
New York
$32.3M
3
BA
3
BCM Advisors
Louisiana
$55.6M
4
SFS
4
Sowell Financial Services
Arkansas
$5.54M
5
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Ancora Advisors
Ohio
$2.92M +$1.88M +46,311 +180%
EFL
202
ERn Financial LLC
Wisconsin
$2.91M -$157K -3,882 -5%
MCA
203
Magnolia Capital Advisors
Mississippi
$2.89M +$906K +22,385 +46%
HWA
204
HMV Wealth Advisors
Louisiana
$2.85M +$2.85M +70,342 New
MOS
205
MGO One Seven
Ohio
$2.75M -$9.23K -228 -0.3%
MWM
206
Meritas Wealth Management
California
$2.74M – – –
PFG
207
Pinnacle Financial Group
Illinois
$2.73M +$74K +1,827 +3%
MSWMA
208
Market Street Wealth Management Advisors
Indiana
$2.7M +$30.3K +749 +1%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$2.65M +$742K +18,332 +39%
CA
210
Clune & Associates
Illinois
$2.55M +$2.55M +63,072 New
RFP
211
RCS Financial Planning
Maryland
$2.48M -$100K -2,472 -4%
TLA
212
Tanglewood Legacy Advisors
Texas
$2.36M – – –
RCAG
213
Rehmann Capital Advisory Group
Michigan
$2.36M -$2.03M -50,195 -46%
FCBT
214
First Citizens Bank & Trust
North Carolina
$2.28M – – –
RGF
215
Retirement Guys Formula
Ohio
$2.27M -$224K -5,535 -9%
AQR Capital Management
216
AQR Capital Management
Connecticut
$2.27M +$1.68M +41,446 +285%
IC
217
IEQ Capital
California
$2.23M +$5.06K +125 +0.2%
MFGM
218
Marshall Financial Group (Maryland)
Maryland
$2.21M -$174K -4,308 -7%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.19M +$2.19M +53,981 New
CFA
220
Cahill Financial Advisors
Minnesota
$2.16M – – –
LI
221
LRI Investments
Florida
$2.16M -$17.7K -438 -0.8%
KIG
222
Kennedy Investment Group
New Jersey
$2.15M +$548K +13,544 +34%
NA
223
NewEdge Advisors
Louisiana
$2.15M +$366K +9,041 +21%
CPA
224
Capital Performance Advisors
California
$2.14M – – –
SPA
225
Shore Point Advisors
New Jersey
$2.14M +$146K +3,618 +7%
7 8
9
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